Signature Wealth Management Partners as of March 31, 2026
Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 116 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 10.3 | $20M | 97k | 211.15 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.1 | $16M | 320k | 50.37 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.1 | $14M | 248k | 56.68 | |
| Apple (AAPL) | 6.8 | $14M | 54k | 253.79 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.7 | $13M | 118k | 113.11 | |
| Ishares Tr U.s. Tech Etf (IYW) | 5.6 | $11M | 62k | 181.42 | |
| Ametek (AME) | 3.6 | $7.3M | 34k | 214.36 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $4.5M | 7.0k | 650.33 | |
| Amazon (AMZN) | 2.3 | $4.5M | 22k | 208.27 | |
| Microsoft Corporation (MSFT) | 2.2 | $4.4M | 12k | 370.18 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $4.0M | 14k | 294.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.9M | 14k | 287.57 | |
| Meta Platforms Cl A (META) | 1.7 | $3.4M | 6.0k | 572.12 | |
| NVIDIA Corporation (NVDA) | 1.6 | $3.2M | 18k | 174.40 | |
| Johnson & Johnson (JNJ) | 1.5 | $3.1M | 13k | 244.45 | |
| Bank of New York Mellon Corporation (BK) | 1.3 | $2.5M | 21k | 118.63 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $2.3M | 3.5k | 653.23 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.8M | 11k | 169.66 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $1.8M | 9.5k | 192.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.8M | 6.4k | 286.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.6M | 3.4k | 479.20 | |
| Nextera Energy (NEE) | 0.8 | $1.6M | 18k | 92.88 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.8 | $1.6M | 26k | 61.26 | |
| Public Service Enterprise (PEG) | 0.8 | $1.6M | 19k | 80.95 | |
| At&t (T) | 0.8 | $1.5M | 52k | 28.99 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.7 | $1.5M | 59k | 24.80 | |
| Newmont Mining Corporation (NEM) | 0.7 | $1.4M | 13k | 108.25 | |
| Philip Morris International (PM) | 0.7 | $1.4M | 8.6k | 165.35 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.4M | 10k | 142.43 | |
| Dover Corporation (DOV) | 0.7 | $1.4M | 6.7k | 208.45 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $1.4M | 26k | 51.93 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.3M | 3.4k | 390.41 | |
| Goldman Sachs (GS) | 0.7 | $1.3M | 1.5k | 846.04 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.3M | 7.7k | 168.85 | |
| Deere & Company (DE) | 0.6 | $1.3M | 2.3k | 563.33 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $1.2M | 21k | 58.18 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $1.2M | 8.8k | 132.90 | |
| International Business Machines (IBM) | 0.5 | $983k | 4.1k | 242.41 | |
| Eli Lilly & Co. (LLY) | 0.5 | $937k | 1.0k | 919.34 | |
| Altria (MO) | 0.5 | $900k | 14k | 65.99 | |
| Merck & Co (MRK) | 0.4 | $864k | 7.2k | 120.29 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $856k | 2.0k | 426.38 | |
| Loews Corporation (L) | 0.4 | $852k | 8.0k | 106.74 | |
| Broadcom (AVGO) | 0.4 | $835k | 2.7k | 309.47 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $834k | 17k | 49.37 | |
| Martin Marietta Materials (MLM) | 0.4 | $822k | 1.4k | 588.68 | |
| Entergy Corporation (ETR) | 0.4 | $821k | 7.3k | 112.36 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $813k | 1.4k | 577.19 | |
| Chevron Corporation (CVX) | 0.4 | $774k | 3.7k | 206.90 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $768k | 11k | 70.36 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $757k | 5.2k | 144.71 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $754k | 5.2k | 146.28 | |
| Freeport Mcmoran CL B (FCX) | 0.4 | $716k | 12k | 58.78 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $711k | 8.2k | 86.40 | |
| General Motors Company (GM) | 0.4 | $700k | 9.4k | 74.50 | |
| Tesla Motors (TSLA) | 0.3 | $694k | 1.9k | 371.75 | |
| Ge Vernova (GEV) | 0.3 | $684k | 783.00 | 873.07 | |
| Pepsi (PEP) | 0.3 | $677k | 4.4k | 155.29 | |
| Ge Aerospace Com New (GE) | 0.3 | $658k | 2.3k | 283.76 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $634k | 6.3k | 100.62 | |
| Enbridge (ENB) | 0.3 | $625k | 12k | 54.14 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $621k | 11k | 57.64 | |
| American Express Company (AXP) | 0.3 | $614k | 2.0k | 302.48 | |
| Servicenow (NOW) | 0.3 | $614k | 5.9k | 104.55 | |
| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.3 | $604k | 21k | 29.42 | |
| Oracle Corporation (ORCL) | 0.3 | $569k | 3.9k | 147.13 | |
| Verizon Communications (VZ) | 0.3 | $563k | 11k | 50.20 | |
| Netflix (NFLX) | 0.3 | $545k | 5.7k | 96.15 | |
| Blackrock (BLK) | 0.3 | $524k | 545.00 | 961.71 | |
| Palo Alto Networks (PANW) | 0.3 | $506k | 3.2k | 160.32 | |
| Boeing Company (BA) | 0.3 | $501k | 2.5k | 199.03 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $485k | 4.4k | 108.98 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.2 | $477k | 26k | 18.70 | |
| Coreweave Com Cl A (CRWV) | 0.2 | $468k | 6.0k | 77.47 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $437k | 1.9k | 234.03 | |
| Intercontinental Exchange (ICE) | 0.2 | $426k | 2.7k | 157.28 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $419k | 851.00 | 491.76 | |
| GSK Sponsored Adr (GSK) | 0.2 | $414k | 7.5k | 55.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $411k | 955.00 | 430.29 | |
| Tg Therapeutics (TGTX) | 0.2 | $391k | 12k | 33.22 | |
| Sempra Energy (SRE) | 0.2 | $391k | 4.0k | 97.17 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $389k | 557.00 | 697.72 | |
| Shell Spon Ads (SHEL) | 0.2 | $388k | 4.2k | 93.00 | |
| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $387k | 8.9k | 43.35 | |
| Uber Technologies (UBER) | 0.2 | $378k | 5.3k | 71.93 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $375k | 9.2k | 40.79 | |
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $357k | 1.6k | 224.59 | |
| Micron Technology (MU) | 0.2 | $357k | 1.1k | 337.84 | |
| ConocoPhillips (COP) | 0.2 | $324k | 2.5k | 132.00 | |
| Phillips 66 (PSX) | 0.2 | $322k | 1.8k | 182.18 | |
| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.2 | $313k | 2.9k | 109.76 | |
| Golub Capital BDC (GBDC) | 0.2 | $309k | 24k | 12.66 | |
| Unitil Corporation (UTL) | 0.2 | $307k | 5.9k | 52.24 | |
| salesforce (CRM) | 0.2 | $303k | 1.6k | 186.68 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $294k | 1.4k | 215.06 | |
| Citigroup Com New (C) | 0.1 | $290k | 2.6k | 113.41 | |
| McDonald's Corporation (MCD) | 0.1 | $264k | 849.00 | 310.79 | |
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $257k | 2.7k | 95.41 | |
| Wal-Mart Stores (WMT) | 0.1 | $238k | 1.9k | 124.30 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $238k | 2.4k | 97.89 | |
| Home Depot (HD) | 0.1 | $236k | 717.00 | 328.93 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $234k | 6.4k | 36.75 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $229k | 4.6k | 49.99 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $228k | 382.00 | 597.74 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $224k | 2.9k | 77.08 | |
| Travelers Companies (TRV) | 0.1 | $223k | 763.00 | 291.65 | |
| Oklo Com Cl A (OKLO) | 0.1 | $209k | 4.2k | 49.59 | |
| Exelon Corporation (EXC) | 0.1 | $207k | 4.2k | 49.02 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $206k | 15k | 14.04 | |
| Advanced Micro Devices (AMD) | 0.1 | $204k | 1.0k | 203.43 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203k | 570.00 | 356.56 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $202k | 4.3k | 47.57 | |
| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $160k | 14k | 11.18 | |
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $159k | 17k | 9.13 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $152k | 17k | 8.77 | |
| Coty Com Cl A (COTY) | 0.0 | $26k | 13k | 2.01 |
